Moment, a New York-based artificial intelligence technology company serving investment management firms, has appointed Jason Broder as a strategic advisor. Broder, the founder and former CEO of SIMON and a former iCapital executive, brings extensive experience building financial technology platforms for wealth management institutions and financial advisors.
The appointment supports Moment’s efforts to expand its AI-powered investment management platform, which uses AI agents to assist financial advisors and operational teams.
Broder founded SIMON in 2012 while at Goldman Sachs, where the platform was originally developed to help financial advisors access structured investment products.
In 2018, he led SIMON’s separation from Goldman Sachs, supported by a consortium of banking institutions.
The business later expanded across the wealth management industry, with its platform used by more than 100,000 financial professionals nationwide by 2021.
Broder served as SIMON’s CEO until iCapital acquired the company in 2022.
After the transaction, he became Chief Product Officer at iCapital, helping develop technology that supports alternative investment access and investment management workflows.
Before founding SIMON, Broder spent 17 years at Goldman Sachs, ultimately serving as a Managing Director and Head of the Private Investor Product Group.
His career provides experience spanning financial product development, investment distribution, technology commercialization, and enterprise financial services.
At Moment, Broder will advise the leadership team as the company expands its adoption among investment management organizations.
Moment develops a unified technology platform that incorporates AI agents into investment management operations, with the goal of supporting financial advisors and the teams responsible for servicing investment accounts.
The company’s technology is designed to help organizations improve operational efficiency and incorporate artificial intelligence into existing workflows.
Moment works with financial institutions that collectively oversee more than $10 trillion in assets and support more than 60,000 financial advisors.
Its customers include organizations seeking to modernize investment management processes while maintaining the infrastructure required to serve institutional and individual investors.
The company is backed by venture capital investors Andreessen Horowitz and Index Ventures.
Broder’s experience building SIMON into a widely adopted wealth management technology platform is expected to provide strategic guidance as Moment develops additional AI capabilities and expands its relationships with financial institutions.
KEY QUOTES
“Moment is at the frontier in wealth management. They combine next-generation infrastructure with AI that drives real growth and ROI for their clients. I’ve never seen a firm who delivers this quickly with such flawless execution — their clients love it.”
Jason Broder, Strategic Advisor To Moment And Founder Of SIMON
“Jason is one of the few people in wealth management that understands what it takes to change the industry. I’ve admired his work for years, and we couldn’t be more excited to have him with us.”
Dylan Parker, Co-Founder And CEO Of Moment
